The latest security crackdown in the most boring debate ever have Apple fanatics on tenterhooks: Will the iPhone launch 5 in summer or autumn? weighs Shannon Cross of Cross Research:
investor attention lately has focused on a possible delay in the introduction iPhone5. However, we believe that all parts are in place to move forward with iPhone5 this summer: (1) WWDC (June 6) will focus on the future of the Mac OS X and IOS, (2) only iPad2 launch a major platform migration and (3) Apple Data Center is close to operational status of North Carolina. We recall Apple wins advantage by the speed and maintenance of new products for consumers. The company would lose the advantage, development, when it comes to the cycle by waiting for certain elements, which was also to extend to competitors.
After browsing Cross notes, it seems to be a litany of why Apple did not indicate that the introduction of a report and not on facts delay the fact that it is not. But there was this interesting information explaining that some radio silence can in the supply chain, that some discussion of late has prompted be misinterpreted:
We believe iPhone iPad2 internal similarity (A5 Processor for 3G models, camera, gyroscope-based band), complete with a slightly larger screen and an antenna / modified case design. Therefore, with few changes, the possible information leaks has been reduced. We think Apple has learned in the last year (when the iPhone was leaked 4) to introduce tighter controls on information instead.
